Category Archive for "Musings" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

3 Charts I Am Looking At (Aka Dead Cat Bounce Watch)

Three ideas I am looking at now: Gold is still rising after its three month decline. Additional liquidity from QE3, China's recent interest rate cut, and European bank bailouts, have inflation watchers worried about inflation spikes in the future. For those who are interested in the correlation between gold, inflation and deflation, last week I posted a ...

How Mutual Funds Lie About Their Track Records

Nice post by Josh Brown, aka the Reformed Broker, on how mutual fund companies are allowed to use the performance numbers of a previous portfolio manager to sell their funds. Couple of points that Josh addresses that investors should be aware of (I highlighted the really important parts): ...the performance that resulted in the fund company accepting a ...